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Apple shares owned by Levy Wealth Management Group

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Levy Wealth Management Group from 13F filings

Historical chart of Levy Wealth Management Group investment in Apple

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All positions including Apple held by Levy Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Levy Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.4M 49k 192.53
2023-12-31 $9.4M 49k 192.53
2023-09-30 $8.7M 51k 171.21
2023-06-30 $10M 51k 193.97
2023-03-31 $8.6M 52k 164.90
2022-12-31 $6.6M 51k 129.93
2022-09-30 $7.0M 51k 138.20
2022-06-30 $6.8M 50k 136.71
2022-03-31 $8.6M 49k 174.61
2021-12-31 $8.4M 47k 177.58
2021-09-30 $7.2M 51k 141.50
2021-06-30 $6.9M 51k 136.96
2021-03-31 $6.0M 50k 122.16
2020-12-31 $6.4M 48k 132.68